Have you ever found it challenging to provide budget recommendations for potential clients? Fluency's Prospect Proposal tool streamlines the process by generating "good," "better," and "best" budget recommendations within seconds. You don't need to invest hours in research on local competitors, geography, and other data to support your recommendations. All you need is a prospect's business name, address, and desired advertising radius.
Important: To use this tool, you must have accounts in Blueprints in a similar vertical, as Fluency combines Blueprint data and local search volume for recommendations.
How it works
Fluency assesses campaigns conducted over the past three months that are similar to campaigns a prospect intends to run. By examining nationwide peers and those within a prospect's DMA, Fluency determines a set of performance data based on the "per person targeted" metric. The system combines the population within the specified geographic radius with per-person statistics from the DMA to create good, better, and best budget recommendations.
Good: Your budget will align just below the averages.
Better: Your budget will slightly surpass the averages.
Best: Your budget should place you in the top 10% in the market.
How to generate a prospect proposal
Go to Insights in the top menu and select Prospects.
Under the Manual tab, enter your email, along with the prospect's name, address, and geo-targeting radius.
(Optional) Enter a markup fee, if necessary.
Click the PDF 📄 icon to generate the proposal.
Review the PDF's contents, and make any necessary updates and click Update PDF.
Click Download Report.
Generating prospect proposals in bulk
Go to Insights in the top menu and select Prospects.
Under the Bulk tab, click Download template to download a CSV file.
Open the CSV file and enter the relevant information.
Once finished, return to Fluency and click Browse or drag a file into the field to upload it.
Separate proposals for each customer will appear.